1858 Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

1858 Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-130,069	Closed	-$2.92M	–	124
2025 Q1	$2.92M	Buy	130,069 +1,919	+1%	+$42.7K	2.47%	10
2024 Q4	$2.84M	Buy	128,150 +2,171	+2%	+$48.4K	2.25%	13
2024 Q3	$2.85M	Buy	125,979 +1,730	+1%	+$38.8K	2.35%	10
2024 Q2	$2.74M	Sell	124,249 -1,204	-1%	-$26.5K	2.28%	11
2024 Q1	$2.81M	Hold	125,453	–	–	2.66%	5
2023 Q4	$2.81M	Buy	+125,453	New	+$2.76M	2.66%	5

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1858 Wealth Management's IBTH Position: Q2 2025 in Review

1858 Wealth Management sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2025, closing a stake of 130,069 shares — an estimated $2.92M sold.

1858 Wealth Management first reported a position in IBTH in Q4 2023 and held it in 6 quarters. The position peaked at $2.92M in Q1 2025. 255 funds tracked by Wall St. Rank hold IBTH as of Q2 2025.

1858 Wealth Management reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 130,069 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2025, an estimated $2.92M.
1858 Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
1858 Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.92M in Q1 2025.
255 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.